Staging Your Retirement Picture

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By Maggie Murphy      Before taking a family photo, time is devoted to staging the event: Outfits, landscape, symmetry, etc. These same principles can be applied to staging your retirement...

Principles of Financial Planning Series: Don’t Let Your Portfolio take a H.I.T.

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By Samantha Compton Last month, we talked about a unique Three-Bucket Approach that I use to teach my clients to assess their investments and savings.  This approach makes...

How to Start Investing in the Stock Market When You Know Nothing

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By Virginia Allen Ever since I was a little girl, I have had a fascination with the stock market. Perhaps it came from my grandfather, who, as a...

Principles of Financial Planning Series: Estimating Your Income and Filling an Income Gap

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By Samantha Compton This month, we will complete our closer look at Financial Principle #5: Protect the Income, Grow the Rest. This is the final article in this...

Financial Advice for 2023: An Interview with award-winning Wall Street Journal Finance Reporter Veronica...

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By Carrie Sheffield Now that 2023 is here, Veronica Dagher is here to help Smart Women Smart Money ladies conquer our new year financial goals. Veronica’s an award-winning...

Principles of Financial Planning Series: Proactive Planning for Healthcare Expenses

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by Samantha Compton Last month, in our discussion of a 3-Bucket approach to financial planning, we focused on the Growth Bucket.  In review, the Growth Bucket plays a...

5 Principals to Successful Investing in 2020……. and beyond!

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"Studies show, decisions made with both a rational and emotional perspective give balanced and well-reasoned decisions." By Dini Harris, Harris Financial Services The economy, for better or worse, is...

Principles of Financial Planning Series: Taxes and Inflation in Your Long-Term Planning

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By Samantha Compton This month, we’ll continue our focus on Financial Principle #4: Don’t Let Your Portfolio Take a H.I.T. (Healthcare, Inflation, Taxes) as well as the Growth...

A ‘Pep Talk’ for Those Women Who Don’t Believe They Can Invest

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By Samantha Compton Nothing lights me up like talking about empowering women in their financial lives! And the older I get, the more passionate I become. When this...

Summer FUN Without Losing Your Financial Focus

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By Samantha Compton I love Summer!  Though I am not a fan of the heat and humidity that often comes along with it, there is still something about...
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